Select-Equity-Group-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "NCNO",
  "SPSC",
  "CDRE",
  "POOL",
  "KAI",
  "MORN",
  "ENTG",
  "LOAR",
  "H",
  "ITT",
  "ADBE",
  "JLL",
  "BOOT",
  "AIN",
  null,
  "APG",
  "ALKT",
  "ACA",
  "AVGO",
  "BRO",
  "CP.TO",
  null,
  "FELE",
  "FORM",
  "MYRG",
  "PII",
  "OSW",
  "VIK",
  "ADEA",
  "IRDM",
  "INTU",
  "FBIN",
  "LAMR",
  "META",
  null,
  "MIR",
  "MLNK",
  "MRCY",
  null,
  null,
  "MLAB",
  "PWR",
  "MRVL",
  "BMI",
  "MSFT",
  "NEOG",
  "FTV",
  "FMC",
  "FAST",
  "PAYX",
  "PYPL",
  "MKC",
  "PKG",
  "SPGI",
  "SHOP",
  "SSNC",
  "TMO",
  "TYL",
  "UBER",
  "ALC",
  "AEIS",
  "USLM",
  "EME",
  "TENB",
  "TSCO",
  "GSHD",
  "GOGO",
  "TSM",
  "RMD",
  "BN.TO",
  "SAIA",
  "SSB",
  "APH",
  "AMD",
  "VFC",
  "EL",
  "CPAY",
  "WAB",
  "IWR",
  "MIDD",
  "TTC",
  "CIGI",
  "ERII",
  "IDXX",
  "AOS",
  "AMZN",
  "VRRM",
  "V",
  "WTM",
  "WINA",
  "WSM",
  "WDAY",
  "GRMN",
  "PTC",
  "ALRM",
  "KEX",
  "MSCI",
  "MHK",
  "LH",
  "MKL",
  "TRMB",
  "ROL",
  "CRM",
  "SCI",
  "SIG",
  "TDY",
  "SPOT",
  "LYV",
  "LNTH",
  "TRI.TO",
  "STE",
  "ATS",
  "BJ",
  "BIO",
  "TECH",
  "BL",
  "BE",
  "OWL",
  "BIP",
  "CACI",
  "CAE",
  "CWST",
  "CARG",
  "CDW",
  "CASY",
  "CERT",
  "CHEF",
  "CIEN",
  "CINF",
  "CLH",
  "NET",
  "CLFD",
  "COHR",
  "COO",
  "CNM",
  "CRH",
  "CR",
  "CSWI",
  "DHR",
  "DAY",
  "DOCU",
  "MCO",
  "NKE",
  "IWM",
  "GOOG",
  "LLY",
  "APO",
  "MLM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 150
Total Value: 23173374442
Accession Number: 0001592643-25-000004
Form Type: 13F-HR
CIK: select-equity-group-lp
Manager Name: Select-Equity-Group-Lp

Data Enrichment

97% identified

145 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

150 positions • $23.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 8

Sort by:

CAE INC

CAE|124765108

Shares:7.9M

Value:$193.3M

% of Portfolio:0.8% ($193.3M/$23.2B)

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:1.5M

Value:$176.7M

% of Portfolio:0.8% ($176.7M/$23.2B)

TORO CO

TTC|891092108

Shares:2.3M

Value:$169.3M

% of Portfolio:0.7% ($169.3M/$23.2B)

SAIA INC

SAIA|78709Y105

Shares:480.5K

Value:$167.9M

% of Portfolio:0.7% ($167.9M/$23.2B)

APi Group Corp

APG|00187Y100

Shares:4.5M

Value:$161.7M

% of Portfolio:0.7% ($161.7M/$23.2B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:600.7K

Value:$152.7M

% of Portfolio:0.7% ($152.7M/$23.2B)

INTUIT INC.

INTU|461202103

Shares:230.7K

Value:$141.6M

% of Portfolio:0.6% ($141.6M/$23.2B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:689.3K

Value:$136.5M

% of Portfolio:0.6% ($136.5M/$23.2B)

MCCORMICK & CO INC

MKC|579780206

Shares:1.6M

Value:$128.5M

% of Portfolio:0.6% ($128.5M/$23.2B)

GARMIN LTD

GRMN|H2906T109

Shares:569.7K

Value:$123.7M

% of Portfolio:0.5% ($123.7M/$23.2B)

Workday, Inc.

WDAY|98138H101

Shares:510.1K

Value:$119.1M

% of Portfolio:0.5% ($119.1M/$23.2B)

Crane Co

CR|224408104

Shares:728.8K

Value:$111.6M

% of Portfolio:0.5% ($111.6M/$23.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:1.2M

Value:$111.4M

% of Portfolio:0.5% ($111.4M/$23.2B)

Salesforce, Inc.

CRM|79466L302

Shares:377.7K

Value:$101.4M

% of Portfolio:0.4% ($101.4M/$23.2B)

RESMED INC

RMD|761152107

Shares:434.4K

Value:$97.2M

% of Portfolio:0.4% ($97.2M/$23.2B)

PTC INC.

PTC|69370C100

Shares:611.9K

Value:$94.8M

% of Portfolio:0.4% ($94.8M/$23.2B)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:2.6M

Value:$78.9M

% of Portfolio:0.3% ($78.9M/$23.2B)

AMAZON COM INC

AMZN|023135106

Shares:403.2K

Value:$76.7M

% of Portfolio:0.3% ($76.7M/$23.2B)

Cloudflare, Inc.

NET|18915M107

Shares:643.1K

Value:$72.5M

% of Portfolio:0.3% ($72.5M/$23.2B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:135.9K

Value:$67.6M

% of Portfolio:0.3% ($67.6M/$23.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAE INC(CAEcusip124765108)	7.9M	QoQ +16.65% (+1.1M) YoY NEW(+7.9M)	All Managers (Combined)	$193.3M	0.8% ($193.3M/$23.2B)	QoQ +12.98% (+$22.2M) YoY NEW(+$193.3M)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	1.5M	QoQ +3.35% (-50.2K) YoY -1.39% (-21.9K)	All Managers (Combined)	$176.7M	0.8% ($176.7M/$23.2B)	QoQ -0.93% (-$1.7M) YoY -13.98% (-$28.7M)
TORO CO(TTCcusip891092108)	2.3M	QoQ -52.56% (-2.6M) YoY -57.14% (-3.1M)	All Managers (Combined)	$169.3M	0.7% ($169.3M/$23.2B)	QoQ -56.91% (-$223.7M) YoY -65.97% (-$328.3M)
SAIA INC(SAIAcusip78709Y105)	480.5K	QoQ +59.60% (+179.4K) YoY NEW(+480.5K)	All Managers (Combined)	$167.9M	0.7% ($167.9M/$23.2B)	QoQ +22.37% (+$30.7M) YoY NEW(+$167.9M)
APi Group Corp(APGcusip00187Y100)	4.5M	QoQ +36.85% (+1.2M) YoY +97.34% (+2.2M)	All Managers (Combined)	$161.7M	0.7% ($161.7M/$23.2B)	QoQ +36.05% (+$42.8M) YoY +79.70% (+$71.7M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	600.7K	QoQ -17.63% (-128.6K) YoY -67.60% (-1.3M)	All Managers (Combined)	$152.7M	0.7% ($152.7M/$23.2B)	QoQ -33.76% (-$77.8M) YoY -68.30% (-$329.1M)
INTUIT INC.(INTUcusip461202103)	230.7K	QoQ NEW(+230.7K) YoY NEW(+230.7K)	All Managers (Combined)	$141.6M	0.6% ($141.6M/$23.2B)	QoQ NEW(+$141.6M) YoY NEW(+$141.6M)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	689.3K	QoQ +114.50% (+367.9K) YoY NEW(+689.3K)	All Managers (Combined)	$136.5M	0.6% ($136.5M/$23.2B)	QoQ +88.67% (+$64.1M) YoY NEW(+$136.5M)
MCCORMICK & CO INC(MKCcusip579780206)	1.6M	QoQ +13.48% (+185.4K) YoY +16.74% (+223.8K)	All Managers (Combined)	$128.5M	0.6% ($128.5M/$23.2B)	QoQ +22.51% (+$23.6M) YoY +25.09% (+$25.8M)
GARMIN LTD(GRMNcusipH2906T109)	569.7K	QoQ -43.53% (-439.3K) YoY -71.44% (-1.4M)	All Managers (Combined)	$123.7M	0.5% ($123.7M/$23.2B)	QoQ -40.56% (-$84.4M) YoY -58.34% (-$173.3M)
Workday, Inc.(WDAYcusip98138H101)	510.1K	QoQ +3.12% (-15.5K) YoY +247.40% (+363.3K)	All Managers (Combined)	$119.1M	0.5% ($119.1M/$23.2B)	QoQ -6.66% (-$8.5M) YoY +197.45% (+$79.1M)
Crane Co(CRcusip224408104)	728.8K	QoQ -3.36% (-25.4K) YoY NEW(+728.8K)	All Managers (Combined)	$111.6M	0.5% ($111.6M/$23.2B)	QoQ -2.45% (-$2.8M) YoY NEW(+$111.6M)
SHOPIFY INC.(SHOPcusip82509L107)	1.2M	QoQ -67.17% (-2.4M) YoY -36.87% (-681.6K)	All Managers (Combined)	$111.4M	0.5% ($111.4M/$23.2B)	QoQ -70.52% (-$266.6M) YoY -21.89% (-$31.2M)
Salesforce, Inc.(CRMcusip79466L302)	377.7K	QoQ -21.26% (-102.0K) YoY -26.70% (-137.6K)	All Managers (Combined)	$101.4M	0.4% ($101.4M/$23.2B)	QoQ -36.80% (-$59.0M) YoY -34.69% (-$53.8M)
RESMED INC(RMDcusip761152107)	434.4K	QoQ -9.81% (-47.3K) YoY NEW(+434.4K)	All Managers (Combined)	$97.2M	0.4% ($97.2M/$23.2B)	QoQ -11.72% (-$12.9M) YoY NEW(+$97.2M)
PTC INC.(PTCcusip69370C100)	611.9K	QoQ -36.36% (-349.7K) YoY -16.54% (-121.3K)	All Managers (Combined)	$94.8M	0.4% ($94.8M/$23.2B)	QoQ -46.37% (-$82.0M) YoY -31.55% (-$43.7M)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	2.6M	QoQ -48.29% (-2.5M) YoY -18.29% (-593.2K)	All Managers (Combined)	$78.9M	0.3% ($78.9M/$23.2B)	QoQ -51.54% (-$84.0M) YoY -22.01% (-$22.3M)
AMAZON COM INC(AMZNcusip023135106)	403.2K	QoQ -20.68% (-105.1K) YoY -21.63% (-111.3K)	All Managers (Combined)	$76.7M	0.3% ($76.7M/$23.2B)	QoQ -31.21% (-$34.8M) YoY -17.34% (-$16.1M)
Cloudflare, Inc.(NETcusip18915M107)	643.1K	QoQ NEW(+643.1K) YoY NEW(+643.1K)	All Managers (Combined)	$72.5M	0.3% ($72.5M/$23.2B)	QoQ NEW(+$72.5M) YoY NEW(+$72.5M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	135.9K	QoQ -32.39% (-65.1K) YoY -56.27% (-174.9K)	All Managers (Combined)	$67.6M	0.3% ($67.6M/$23.2B)	QoQ -35.33% (-$37.0M) YoY -62.56% (-$113.0M)